Analysts Offer Insights on Technology Companies: CrowdStrike Holdings (CRWD), Box (BOX) and Pegasystems (PEGA)
This article provides analyst insights on three technology companies: CrowdStrike Holdings (CRWD), Box (BOX), and Pegasystems (PEGA). Stifel Nicolaus maintained a Buy rating on CrowdStrike, Monness maintained a Hold rating on Box, and Rosenblatt Securities maintained a Buy rating on Pegasystems. The report includes price targets, analyst success rates, and consensus ratings for each company.
Pegasystems Inc. Revenue Breakdown – NASDAQ:PEGA
Pegasystems Inc. reported a total revenue of $1.75 billion USD last year. The majority of this revenue, $1.01 billion USD, came from its Subscription Services segment, showing an increase from the previous year. The United States was the largest contributor to the company's revenue, generating $956.30 million USD.
Pegasystems (PEGA) Stock Trades Up, Here Is Why
Shares of Pegasystems (PEGA) rose 3.7% after the company announced a partnership with Gryphon and introduced new AI tools for marketing compliance and transparency. This comes after a significant drop in its stock price due to a slowdown in contract growth and weaker forward-looking metrics, as clients delayed software purchases amidst changes in the AI market. Despite the recent uptick, the stock is down 40.1% year-to-date and trading well below its 52-week high.
Pegasystems (PEGA) grants director 7,947 fully vested options at $32.32
Pegasystems (PEGA) director Sharon T. Rowlands was granted 3,868 shares of unrestricted common stock and 7,947 fully vested non-statutory stock options with an exercise price of $32.32 per share, expiring in 2036. These awards were compensation for her annual director service. Following these transactions, Rowlands directly holds 3,868 common shares and the new options, and indirectly holds 67,730 common shares through a living trust.
Summit Creek Advisors LLC Makes New Investment in Pegasystems Inc. $PEGA
Summit Creek Advisors LLC has made a new investment in Pegasystems Inc. (NASDAQ:PEGA), purchasing 82,928 shares valued at approximately $2.49 million. Institutional investors collectively own 46.89% of the company. Despite a 9.4% year-over-year revenue increase to $420.72 million, Pegasystems missed earnings expectations, reporting $0.35 per share against an estimated $0.43.
Bronstein, Gewirtz & Grossman, LLC Announces an Investigation Against Pegasystems Inc. (PEGA) and Encourages Shareholders to Learn More About the Investigation
Bronstein, Gewirtz & Grossman, LLC has launched an investigation into potential claims against Pegasystems Inc. (PEGA) following a significant drop in its stock price. This comes after Pegasystems reported second-quarter 2026 financial results that missed consensus expectations, attributing the shortfall to elongated decision cycles and delayed software purchases by enterprise clients due to rapid shifts in the AI market. The firm encourages shareholders to learn more about the investigation and potentially assist.
Pegasystems (NASDAQ: PEGA) awards director fully vested options at $32.32
Pegasystems (NASDAQ: PEGA) director Rohit Ghai received 3,868 shares of unrestricted common stock and 7,947 fully vested non-statutory stock options as compensation for his annual board service. The options have an exercise price of $32.32 per share and expire on August 15, 2036. Following these transactions, Ghai directly holds 7,266 shares of common stock and 7,947 stock options.
Pegasystems (NASDAQ: PEGA) director gets 3,868 shares, 7,947 options
Pegasystems director Dianne Ledingham was granted 3,868 shares of unrestricted common stock and 7,947 non-statutory stock options with an exercise price of $32.32 per share on August 15, 2026, as compensation for her annual director service. These transactions increased her direct common stock holdings to 6,242 shares, in addition to 34,038 shares held indirectly through a family trust. The stock option is fully vested upon issuance and expires on August 15, 2036.
Pegasystems (NASDAQ: PEGA) director now holds 25,548 shares
Pegasystems (NASDAQ: PEGA) Director Christopher LaFond was awarded 3,868 shares of unrestricted common stock and a fully vested non-statutory stock option for 7,947 shares with an exercise price of $32.32, expiring August 15, 2036. These awards were compensation for his annual board term. Following these transactions, LaFond directly holds 25,548 shares of common stock in the company.
Pegasystems Stock Is Down 43% This Year. The AI Market It Sells Into Is Why.
Pegasystems (PEGA) stock has declined 43% since January 2026, primarily due to clients delaying purchasing decisions related to AI spending, as highlighted in its Q2 earnings report. This slowdown in annual contract value growth led to several analyst target cuts, though the Pega Cloud business maintained strong growth. TIKR's model projects a modest 30% total return for PEGA stock by December 2030, valuing it at $42, assuming a slow recovery in AI-related subscription growth.
Pegasystems launches AI governance tools, partners with Gryphon
Pegasystems Inc. has announced the general availability of its Pega Customer Engagement Studio and a new partnership with Gryphon. These initiatives aim to enhance transparency and compliance in AI-powered marketing operations by providing tools for natural language strategy design, embedded governance controls, and compliance monitoring, particularly for regulated industries. The collaboration also introduces capabilities to identify valid exemptions and quantify the financial impact of over-suppression in audience targeting.
Did Expanded FedRAMP Class D AI Capabilities Just Shift Pegasystems' (PEGA) Federal Investment Narrative?
Pegasystems (PEGA) recently enhanced its Pega Cloud for Government with expanded FedRAMP Class D certified AI capabilities, including workflow automation and decisioning, meeting stringent federal security standards. This development deepens Pega’s market penetration for high-impact federal workloads, aligning with its Pega Infinity 26 launch which broadens its AI toolkit. While this reinforces Pega's position in government sectors and could lead to larger cloud deals, investors should also consider potential revenue volatility and increasing competition in the AI and government tech space.
Did Expanded FedRAMP Class D AI Capabilities Just Shift Pegasystems' (PEGA) Federal Investment Narrative?
Pegasystems Inc. has expanded its FedRAMP Class D Certified capabilities within Pega Cloud for Government, integrating AI-powered workflow automation, decisioning, and process optimization tools. This move deepens Pega’s relevance for federal agencies and could help convert its backlog into stable cloud revenue by enabling larger, more secure cloud deals. However, the article notes that investors should also consider ongoing competition and pricing pressures that might temper the benefits of these advancements.
Pegasystems at Rosenblatt tech summit: ai focus shifts to value
Pegasystems (PEGA) highlighted at Rosenblatt’s 6th Annual Technology Summit that enterprise AI is moving from a focus on broad enthusiasm to a more practical emphasis on cost control and demonstrable business value. The company, a specialist in workflow and decision management, is differentiating itself by linking AI to mission-critical workflows, predictable pricing, and transparent business rules, offering solutions like Blueprint and Infinity Studio to streamline process redesign and development. Pegasystems is also advocating for a case-based pricing model for AI usage, avoiding per-token fees, and believes that most enterprise work is deterministic, making surgical AI application more effective and cost-efficient.
Pegasystems Touts Governed AI Workflows, Token-Free Pricing at Oppenheimer Conference
Pegasystems (NASDAQ: PEGA) highlighted its platform's ability to provide governed, predictable AI workflows for regulated enterprises, emphasizing its "token-free" pricing model for AI usage within its platform. COO and CFO Ken Stillwell explained that Pega manages AI costs internally by selectively applying AI and choosing appropriate models. Despite weaker first-half contract value growth, the company is strengthening its sales pipeline and focusing on free-cash-flow margins above 30%.
Pegasystems Touts Governed AI Workflows, Token-Free Pricing at Oppenheimer Conference
Pegasystems is emphasizing its platform's ability to provide predictable and governed AI workflows, especially for regulated enterprises, at Oppenheimer's 29th Annual Technology Conference. The company announced a token-free pricing model for its AI features, managing costs internally by using AI selectively and leveraging deterministic workflows where more effective. Despite weaker first-half contract value growth, Pegasystems is focused on strengthening its sales pipeline, pursuing new customers, and maintaining strong free-cash-flow margins.
Pegasystems Touts Governed AI Workflows, Token-Free Pricing at Oppenheimer Conference
Pegasystems COO and CFO Ken Stillwell discussed the company's focus on providing consistent, governed, and predictable AI workflows for large organizations, especially in regulated environments. He highlighted Pega's token-free pricing model for AI usage, where the company manages AI computing costs internally rather than passing them on to customers. Stillwell also addressed Pega's first-half performance, sales execution improvements, and the company's optimistic outlook for customer engagement and financial discipline.
Is Pegasystems (PEGA) Fairly Valued After Its FedRAMP Expansion?
Pegasystems (PEGA) has expanded its FedRAMP Class D Certified capabilities for Pega Cloud for Government, allowing federal agencies more secure options for using its AI workflow and decisioning tools. Despite a significant year-to-date share price drop, a common narrative suggests the stock is 46% undervalued with a fair value of $59.82, based on assumptions of revenue growth and improved margins. However, a discounted cash flow model suggests the stock is currently trading closer to its fair value of $31.13, highlighting differing views on its valuation.
Pegasystems Inc. (NASDAQ:PEGA) to Issue $0.08 Special Dividend
Pegasystems Inc. (NASDAQ:PEGA) has announced a special dividend of $0.083 per share, payable on September 16th to shareholders of record on August 17th, with the ex-dividend date also being August 17th. This announcement follows the company reporting quarterly EPS of $0.35, missing analyst estimates, while revenue increased by 9.4% year-over-year. Insiders have sold 6,795 shares recently, and institutional investors own 46.89% of the company's stock.
Bronstein, Gewirtz & Grossman, LLC Is Investigating Pegasystems Inc. (PEGA) And Encourages Investors to Connect
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of Pegasystems Inc. (PEGA) investors following a significant miss on Q2 2026 earnings and revenue, and a decline in Annual Contract Value growth. The firm's investigation stems from the stock price fall after management attributed these results to elongated decision cycles and delayed software purchases due to rapid shifts in the AI market. Investors are encouraged to connect with the firm to assist in the investigation.
Pegasystems Declares Special Dividend of $0.083 a Share, Payable Sept. 16 to Shareholders of Record on Aug. 17
Pegasystems Inc. has declared a special dividend of $0.083 per share. This dividend is payable on September 16 to shareholders who are on record as of August 17. The announcement was made on August 14, 2026, by MT Newswires.
Pegasystems sets $0.083 per share special dividend rate
Pegasystems Inc. announced a special cash dividend of approximately $0.083 per share, totaling $7 million. This dividend is a result of a settlement agreement related to consolidated shareholder derivative litigation. The dividend is payable on September 16, 2026, to shareholders of record as of August 17, 2026, with certain exclusions.
Bronstein, Gewirtz & Grossman, LLC Encourages Pegasystems Inc. (PEGA) Stockholders to Inquire about Securities Investigation
Bronstein, Gewirtz & Grossman, LLC is investigating potential securities claims against Pegasystems Inc. (PEGA) following a significant drop in its stock price. This decline occurred after Pegasystems reported second-quarter 2026 financial results that missed consensus expectations, with management citing AI market shifts causing delayed software purchases. The firm encourages investors who purchased Pegasystems securities to inquire about the investigation.
Pegasystems Inc. (NASDAQ:PEGA) Given Average Recommendation of "Hold" by Analysts
Analysts have issued an average "Hold" recommendation for Pegasystems Inc. (NASDAQ:PEGA), with a consensus price target of $50.10. The company recently missed analyst estimates for both EPS and revenue, though revenue saw a 9.4% year-over-year increase. Insider selling has occurred, while institutional investors have increased their holdings in the software firm.
Pegasystems (PEGA) Could Be 48% Undervalued Following Its New Government Cloud Certification
Pegasystems (PEGA) is considered potentially undervalued by some analysts after expanding its FedRAMP Class D Certified capabilities for Pega Cloud for Government, integrating its AI tools with federal workloads. Despite a significant year-to-date share price decline, one narrative suggests a fair value of $59.82, contrasting with Simply Wall St's DCF model that places its fair value closer to its current trading price of $31.35. Investors are urged to consider both narratives and key risks before making investment decisions.
PEGA: AI-driven workflow innovation and a strong H2 pipeline position the business for long-term growth
Pegasystems (PEGA) is leveraging AI-driven workflow innovations like Blueprint and Infinity Studio to accelerate client adoption and development, transitioning from legacy systems. Despite a slow first half of 2026, the company anticipates positive growth due to a strong H2 pipeline and enhanced sales efforts. AI integration and governance are key to their product strategy and delivering client ROI.
Pegasystems Drops 5.1% Amid Sector-Wide Selling
Pegasystems Inc. shares fell 5.1% to $31.39 due to a broad sector-wide selloff that also impacted its peers, with similar declines seen in KVYO, APPF, and OCTV. The synchronized downturn suggests shifting investor sentiment towards the software application category as a whole, rather than company-specific issues. Investors will monitor whether the sector stabilizes or continues its descent, as Pegasystems' near-term direction will likely track broader sentiment.
Pegasystems at canaccord growth conference: ai push meets sales reset
Pegasystems (PEGA) presented a mixed message at Canaccord Genuity's 46th Annual Growth Conference, acknowledging a weak first half of 2026 due to disappointing ACV growth and sales execution issues, but expressing optimism for the second half with a stronger pipeline and new AI tools. CFO Ken Stillwell detailed how the company's Blueprint and Infinity Studio products are accelerating workflow deployment and highlighted their unique fixed-price AI model which absorbs token costs, providing certainty for enterprise clients. Despite a likely flat free cash flow for 2026, Pegasystems remains committed to its goal of over $700 million in free cash flow by 2028, driven by double-digit ACV growth and improved operating leverage.
Pegasystems (NASDAQ:PEGA) Trading Down 4.5% - Should You Sell?
Pegasystems (NASDAQ:PEGA) shares dropped 4.5% on Wednesday, trading as low as $31.63, with significantly reduced trading volume. The company missed Q1 earnings expectations, reporting $0.35 EPS against a $0.43 consensus, and revenue of $420.72 million below the $427.38 million forecast. Analyst sentiment is mixed, with an average "Hold" rating and a target price of $50.10, while some analysts recently downgraded the stock and lowered price targets.
PEGA: AI-driven workflow innovation, disciplined growth, and renewed sales focus set the stage for ACV rebound
The article highlights Pegasystems' focus on AI-augmented workflows for regulated enterprises, product innovation, and predictable outcomes. The company is shifting its sales strategy to proactive engagement and new customer acquisition. Pegasystems anticipates a recovery in Annual Contract Value (ACV) growth during the second half of the year, targeting both existing and new clients.
Pegasystems at Oppenheimer conference: AI push meets workflow discipline
Pegasystems (PEGA) outlined a strategy at the Oppenheimer conference focusing on predictable workflow automation, selective AI use, and improved sales execution, despite a challenging first half of 2025. The company emphasizes its deterministic workflow software for regulated industries, integrating AI carefully to augment rather than replace essential processes, and maintaining a strong free cash flow generation. Pegasystems is addressing past sales issues by re-emphasizing a "hunter" mentality and leveraging products like Infinity Studio to bridge the gap between AI design and production, while managing AI token costs internally.
How Pegasystems Inc. (PEGA) Affects Rotational Strategy Timing
This article analyzes Pegasystems Inc. (PEGA) with a focus on its rotational strategy timing, revealing strong near- and mid-term sentiment but a weak long-term outlook. It presents specific trading strategies (Position, Momentum Breakout, Risk Hedging) derived from AI models, outlining entry/target zones and stop losses. The analysis also includes multi-timeframe signal analysis, highlighting support and resistance levels.
Pegasystems (PEGA) COO/CFO exercises 25,920 options, uses shares for taxes
Pegasystems Inc. COO and CFO, Kenneth Stillwell, exercised 25,920 stock options at $16.95 per share. He then used 18,292 common shares, valued at $32.93 each, to cover the exercise price and tax liabilities. This transaction resulted in a net increase of 7,628 shares in his direct holdings and also reported indirect holdings for his children.
Pegasystems (PEGA) accounting chief reports sale of 1,720 common shares
Pegasystems Inc.'s SVP and Chief Accounting Officer, Efstathios A. Kouninis, reported two open-market sales of common stock totaling 1,720 shares. The sales occurred on August 7, 2026, at $32.30 per share, and on August 10, 2026, at $33.10 per share. These transactions were not made under a Rule 10b5-1 trading plan, and after the sales, Kouninis holds 1,009 shares of common stock.
Fisent Technologies Inc. announced that it has received CAD 6 million in funding from FINTOP, LLC, Pegasystems Inc.
Fisent Technologies Inc. has secured CAD 6 million in a funding round led by new investor FINTOP, LLC, with participation from returning investor Pegasystems Inc. The funding was obtained through the issuance of convertible preferred stock. This latest investment brings Fisent Technologies' total funding to date to CAD 8.8 million, and John Philpott from FINTOP will join the company's board of directors.
Pegasystems (PEGA) insider Kouninis files to sell 860 shares on NASDAQ
Pegasystems Inc. insider Efstathios A. Kouninis has filed a Form 144 notice to sell 860 shares of common stock, valued at $28,466.00, on or after August 10, 2026, through Morgan Stanley Smith Barney LLC on NASDAQ. The shares are related to restricted stock vesting. The filing also indicates previous sales of common stock by Kouninis within the last three months.
Janus Henderson Group PLC Has $1.73 Million Stock Holdings in Pegasystems Inc. $PEGA
Janus Henderson Group PLC significantly reduced its stake in Pegasystems Inc. by 64.5% in the first quarter, selling over 73,000 shares but still holding 40,615 shares valued at $1.73 million. Despite this, other institutional investors increased their positions in the technology company. Pegasystems reported earnings that missed analyst consensus, and the stock currently holds a "Hold" rating with an average price target of $50.10.
Does Pegasystems’ (PEGA) FedRAMP AI Expansion Reveal Durable Public-Sector Moat Or Niche Opportunity?
Pegasystems Inc. has expanded its FedRAMP Class D Certified Pega Cloud for Government, adding AI-powered workflow automation, decisioning, and process optimization tools for federal agencies. This certification allows federal clients to scale advanced AI and case management in sensitive operations. The move strengthens Pegasystems' position in government workloads and may influence its investment narrative, though revenue volatility risks remain.
Does Pegasystems’ (PEGA) FedRAMP AI Expansion Reveal Durable Public-Sector Moat Or Niche Opportunity?
Pegasystems Inc. recently expanded its Pega Cloud for Government's FedRAMP Class D Certified capabilities to include AI-powered workflow automation, decisioning, and process optimization tools for federal agencies. This expansion strengthens Pega's position in sensitive federal workloads and may positively influence short-term sentiment around cloud and AI adoption. However, investors should also consider revenue volatility risks from term licenses and macro uncertainty, as well as the balance between reinvestment and returning cash through dividends and buybacks.
Pegasystems Bought Back $360 Million of Stock Into Its Own Crash. Was It The Right Move?
Pegasystems (PEGA) reported a significant slowdown in annual contract value (ACV) growth to 7% in Q2 2026, missing management's projections. Despite this growth freeze, the company generated a record $288 million in free cash flow during the first half of 2026 and used over $360 million to buy back 9 million shares, exceeding its free cash flow. TIKR's mid-case model values PEGA stock at $43 by December 2030, suggesting a modest 30% total return, primarily driven by share repurchases rather than growth reacceleration.
PEGA (NASDAQ: PEGA) holder Efstathios A. Kouninis plans 860-share stock sale
Efstathios A. Kouninis, a shareholder of PEGA (NASDAQ: PEGA), has filed a Form 144 indicating plans to sell 860 shares of common stock on or after August 7, 2026, through Morgan Stanley Smith Barney LLC. The filing also details upcoming restricted stock vestings for a total of 860 shares across several dates in 2026 and discloses prior sales of 750 shares each on May 29, June 1, and June 16, 2026. This notice ensures transparency regarding the proposed transaction and past sales.
Royal Bank of Canada Buys 70,246 Shares of Pegasystems Inc. $PEGA
Royal Bank of Canada increased its stake in Pegasystems Inc. by 22.5% in the first quarter, purchasing an additional 70,246 shares, bringing their total to 381,787 shares valued at $16.25 million. Other institutional investors also expanded their positions, with hedge funds and institutions collectively owning 46.89% of the company's stock. Pegasystems recently reported quarterly revenue of $420.72 million and earnings per share of $0.35, both missing analyst estimates, and the stock currently has an average "Hold" rating with a price target of $50.10.
Pegasystems (PEGA) Could Be 47% Undervalued After Its FedRAMP Cloud Expansion
Pegasystems (PEGA) is gaining investor attention after expanding its FedRAMP Class D Certified capabilities within Pega Cloud for Government, aiming to increase access to its AI-driven tools for U.S. federal agencies. While some analysts believe the stock is undervalued by about 47% with a consensus price target of $59.82, a more cautious valuation model suggests its fair value is closer to its current share price. The company faces risks from currency fluctuations and competitive AI offerings.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Pegasystems Inc. - PEGA
Pomerantz LLP is investigating potential securities fraud claims against Pegasystems Inc. (NASDAQ: PEGA) following a significant drop in its stock price. The investigation comes after Pegasystems reported second-quarter 2026 financial results that missed consensus expectations and noted a decline in Annual Contract Value growth, attributing it to clients delaying software purchases due to rapid shifts in the AI market. This news led to a 16% stock price decline on July 22, 2026.
Pacer Advisors Inc. Decreases Stake in Pegasystems Inc. $PEGA
Pacer Advisors Inc. reduced its stake in Pegasystems Inc. (NASDAQ:PEGA) by 20.7% in the first quarter, selling 90,549 shares and retaining 346,267 shares valued at $14.7 million. Despite this, other institutional investors like AQR Capital Management LLC and Invesco Ltd. significantly increased their holdings. Analyst sentiment for Pegasystems is mixed, with an average "Hold" rating and a target price of $50.10, following the company's recent earnings which missed consensus estimates.
AI workforce training platform Skillsoft names former Pegasystems GC as CLO
Skillsoft, an AI workforce training platform, has appointed Matthew Cushing as its new chief legal officer, replacing interim legal chief Scott Semel. Cushing previously served as general counsel and chief compliance officer at Pegasystems and brings over three decades of experience in governance and business transformation to the role. Skillsoft's CEO, Ron Hovsepian, highlighted Cushing's experience in navigating complex business transitions as a key asset for the company's future strategy.
Pegasystems expands FedRAMP certification for government cloud By Investing.com
Pegasystems Inc. has expanded its FedRAMP Class D Certified capabilities within Pega Cloud for Government, providing federal agencies with enhanced workflow automation, decisioning, and process optimization tools. This certification, formerly FedRAMP High Authorized, ensures compliance with federal requirements for high-impact data environments. The platform, running on AWS GovCloud, offers Pega Platform for AI, case management, and real-time decisioning to help agencies manage complex operations and improve services.
Federal agencies can now use more AI tools through Pega Cloud
Pega has expanded its FedRAMP Class D Certified capabilities within Pega Cloud for Government, allowing federal agencies greater access to AI-powered workflow automation, decisioning, and process optimization tools. This certification enables agencies to modernize systems, improve service delivery, and enhance constituent experiences while adhering to stringent compliance and security requirements. The newly authorized capabilities include Pega Platform, Pega Customer Decision Hub, Pega Process AI, Pega Collections, and Pega PremBridge, all designed to streamline operations and leverage AI effectively for mission-critical government work.
Pegasystems Deepens Academic Integration in India with New and Expanded University Partnerships
Pegasystems has announced new and expanded university partnerships in India through its University Academic Program, aiming to integrate agentic AI and intelligent automation skills into engineering education. The program focuses on training and certifying university professors on Pega technologies to build a pipeline of Pega-certified students fluent in these in-demand skills. This initiative involves VEMU Technical University as a new partner and expands existing collaborations with the University of Engineering & Management, Kolkata, and Woxsen University, with plans to add many more institutions.
Quantinno Capital Management LP Raises Stock Position in Pegasystems Inc. $PEGA
Quantinno Capital Management LP significantly increased its stake in Pegasystems Inc. ($PEGA) by 95.7% in the first quarter, now holding 473,897 shares valued at $20.2 million. This comes as institutional investors collectively own nearly 47% of the company. Pegasystems reported a 9.4% revenue increase year-over-year but missed EPS estimates, and the stock is trading well below its 12-month high, leading to a consensus "Hold" rating from analysts with an average price target of $50.10.
